I pulled ASML’s annual reports and broke down their revenue by region. Interesting to see how much China contributes despite export restrictions, and how the U.S. compares.
Data: ASML annual reports
Tool: Python
Account_Eliminator on
Seems China ate into Taiwan’s share, is that correct?
MrLagzy on
Quite disappointed that Europe or EU as a segment by itself wouldn’t be large enough to outweigh any of these countries.
Loki-L on
How do they calculate that?
If TSMC opens up a new Fab in the US do they count the equipment as being sold to a Taiwanese company or as being shipped to a US location.
Also it should be pointed out that ASML has a low volume high unit price business model that means costs can easily lump together in time.
Egechem on
You should probably include what ASML is somewhere in your chart.
![[OC] ASML Revenue By Country](https://www.byteseu.com/wp-content/uploads/2025/09/yvs5swi23cnf1-1024x557.png "[OC] ASML Revenue By Country")
5 Comments
I pulled ASML’s annual reports and broke down their revenue by region. Interesting to see how much China contributes despite export restrictions, and how the U.S. compares.
Data: ASML annual reports
Tool: Python
Seems China ate into Taiwan’s share, is that correct?
Quite disappointed that Europe or EU as a segment by itself wouldn’t be large enough to outweigh any of these countries.
How do they calculate that?
If TSMC opens up a new Fab in the US do they count the equipment as being sold to a Taiwanese company or as being shipped to a US location.
Also it should be pointed out that ASML has a low volume high unit price business model that means costs can easily lump together in time.
You should probably include what ASML is somewhere in your chart.